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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,875 | $90,606+58.8% | $79,466+81.1% | $135,379+6.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.74% | 977.69%-979.4pp | 718.28%-720.0pp | 519.79%-521.5pp |
| Employer contribution / active EE | $6,331 | $3,068+106.4% | $2,800+126.1% | $4,779+32.5% |
| Participant deferral / active EE | $6,390 | $4,050+57.8% | $3,704+72.5% | $5,609+13.9% |
| Admin fee / account holder | $19,602 | $5,895+232.5% | $5,104+284.1% | $10,828+81.0% |